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Land & Everything Else
Land & Everything Else is dedicated to demystifying the world of alternative investments. Brought to you by the department of Agriculture and Consumer Economics within the College of Agricultural, Consumer and Environmental Sciences at the University of Illinois, Land and Everything Else will explore the nuts and bolts of non-stock and bond investing. From dirt to derivatives, this podcast will guide financial planners, wealth managers and consumers into the land of alternative investing.
Land & Everything Else
54. Land, Real Estate, Private Equity & AI with Peter Lehman
Some opportunities only reveal themselves to people who pay attention, and that’s exactly what makes this conversation with Peter Lehman so interesting.
From the strength of Midwest farmland to the global forces fueling demand for protein, Peter shares how he and his team have repeatedly found value where others weren’t looking. The stories behind those decisions are surprising, thoughtful, and full of insight for anyone watching today’s markets with a long horizon in mind.
Key Topics:
- The global protein shift reshaping agriculture and investment.
- Why farmland remains a resilient long-term store of value.
- How specialty sector funds create an edge through relationships.
- What fix-and-flip lending taught Peter about timing and risk.
- The career skills that become more valuable as AI accelerates.
0:00 - Setting The Stage: Durable Skills
0:24 - Granite Creek: Who We Are
2:52 - Why Farmland Belongs In Portfolios
6:11 - Rates, Cash Flow, And The New Math
10:55 - Macro Tailwinds: Water And Protein
14:16 - Buy, Sell, 1031: Playing Offense
18:20 - Stability Versus Bonds
22:16 - Building The Agribusiness Thesis
27:00 - Lessons From China’s Rise
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